The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote. During Configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than product B. Which setup should the Admin use to meet these requirements?
A. Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.
B. A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.
C. A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.
D. A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.
An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appear when the output document is generated. Which steps should the Admin perform to diagnose the error?
A. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders.
B. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.
C. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders.
D. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "NO Errors"
At Universal containers, the fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order appears on one contract.
What are two ways the CPQ Specialist can meet these requirements? Choose 2 answers
A. Set Order Product Date to Today when the record is created using Process Builder.
B. Set package Default Order Start Date to Today.
C. Set Contracting Method on the Order to single Contract.
D. Set package Contracting Method to Single Contract.
"UC has a series of required PDF documents that need to be attached to their output document when generated. These PDF files are already stored in Documents.
What should the Admin do on the Quote Template to meet this requirement?
A. Reference each PDF Document in Custom Template Content records."
B. Select the correct Documents Folder from the Documents field on the Quote Template
C. Create a new Additional Document on the Quote Template for each PDF document
D. Create a new Template Section for each PDF document.
"An Admin has created a bundle with four Product Options for Products A, B, C, and D. When configuring the bundle, the User should be limited to selecting either Product C, Product D, or neither of the two - but never both.
How should the Admin set up Bundle A to accomplish this?
A. Create a Product Feature and set both Min Options and Max Options to 4.
B. Create a Product Feature and set both Min Options and Max Options to 1.
C. Create an Option Constraint and set Type = Exclusion"
D. Create an Option Constraint and set Type = Dependency
Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price. Which action should the Admin take to correct the issue?
A. Populate Subscription Pricing on the Product.
B. Populate Subscription Pricing on the Quote Line .
C. Check "Enable Proration" on the Quote.
D. Populate Default Subscription Term on the Quote Line.
The Admin at Universal Containers (UC) has created one bundle that contains all of its products as Options. The bundle has Subscription Pricing and Asset Conversion set to null on its Product record. Implementing the Product Catalog via a bundle allows UC to enforce logic about which Products can be sold together. A bundle sold by UC contains a combination of Assets and Subscriptions.
After making selections within the bundle, a sales user saves the Quote and creates a Contract from the Opportunity associated with the primary Quote. Later, the sales user needs to amend this Contract based on new requirements from the customer. When UC amends the Contract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote.
Why is bundle excluded in the Amendment Quote?
A. The sales user neglected to select the Preserve Bundle structure field on the Contract.
B. The bundled Product is excluded from the amendment because it lacks an Asset or a Subscription.
C. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
D. The sales user must use the Amend Assets field on the Account to amend a Contract which contains Assets.
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
A. Set the maintenance product Include in Percent of Total to True. On all storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
B. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
C. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
D. subscription products, set the Percent Of Total Category to Storage.
E. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total?
A. The Summary Fields field set
B. The Totals Field package setting
C. The Segmented Summary Fields field set
D. The Line Subtotals Total field package setting
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
A. Set the Product's Sort Order as the only null Sort Order of any Product.
B. Set the Sort Order as the lowest numerical value of any Product's Sort Order.
C. Set the Product Code as the first alphabetically of any Product's Product Code.
D. Set the Product's Product Code as the only null Product Code of any Product.
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